Collaborationbeginner5 min read

Teams

Teams(Field Force) allows you to organize your field workforce into structured teamsbased on their function, such as Sales, Operations, or Custom. Each team can be configured with a department,allocated licenses, defaultterritories,…

Last updated July 31, 2026

Overview

Teams(Field Force) allows you to organize your field workforce into structured teamsbased on their function, such asSales,Operations, orCustom. Each team can be configured with a department,allocated licenses,defaultterritories,default task and activitytypes, and an optional defaultroute. Team members are managed from the team details page, making it easy toorganize, assign, and manage field personnel.

Why it matters

Well-definedfield teams help convert geographic plans and assigned tasks into accountableoperations. By configuring default territories, routes, and activity types,teams can begin working with the appropriate settings immediately, improvingconsistency and operational efficiency.

When to use

UseTeams when you need to:

  • Organize field representatives or technicians into dedicated teams.

  • Assign default territories to team members.

  • Configure default task and activity types for a team.

  • Allocate field licensesto active team members.

  • Standardize field operationsacross departments.

Prerequisites

  • Beforecreating a field team, ensure:
  • Departments and territories have been configured.
  • Sufficient field licenses are available.
  • You have permission to manage teams.
  • Users are available to be added as team members.

Step-by-step guide

  1. OpenSettings → Organization Setup → Teams.

  2. ClickCreate Team.

  3. Enter the team information:

  4. Team NameDepartmentDescriptionTeam Type (Sales, Operations, or Custom)

  5. Configure the team's default settings:

  6. Assigned LicensesDefault TerritoryDefault Task TypesDefault Activity TypesOptional Default Route

  7. Save the team.

  8. Open the team details page.

  9. Add or remove team members as required.

Example

Anoperations manager creates aWestDeliveryteam under the Operationsdepartment, allocates five field licenses, assigns two default territories,setsDeliveryas the default activity type, and configures theteam's preferred delivery route. New members added to the team automaticallyinherit these default settings.

Best practices

  • Allocate licenses based on the number of active field members.

  • Configure default territories to simplify onboarding of new team members.

  • Use meaningful team names that reflect responsibilities or regions.

  • Keep default task and activity types aligned with the team's primary role.

  • Review team memberships regularly to ensure accurate resource allocation.

Troubleshooting

Cannotadd team members

  • Verify that field licenses are still available.

  • Ensure the users exist and have active accounts.

Defaultterritory or activity type is unavailable

  • Confirm that the required territories and activity types have already been created.

  • Refresh the page after making configuration changes.

FAQ

Doesevery field member require a license?

Yes. Each active field member typicallyrequires an assigned field license.

Can ateam have default territories?

Yes. Default territories can be assigned so newteam members automatically inherit their coverage areas.

Can Iassign default task and activity types to a team?

Yes. Teams can be configured with defaulttask and activity types to standardize field operations.

Canteam members be added or removed later?

Yes. Team membership can be updated at anytime from the team's detailview.